Industry · Accounting & Bookkeeping

Software for Accountants

Australian accounting firms hit a familiar wall: you've outgrown the practice management tool's reporting, your team is exporting CSVs from Xero into spreadsheets, and onboarding a new client takes three days because the same data has to be entered into eight systems. We build the bespoke layer that consolidates it.

The accounting practice problems we solve

  • Client onboarding that touches 6+ systems (engagement letter → ASIC search → ATO auth → Xero → CRM → folder structure)
  • Workflow tools beyond what XPM/FYI/Karbon offer — tuned to your specific service mix
  • Cross-client analytics dashboards (the 'how is our book doing' view that the practice tools don't quite answer)
  • Document collection portals that don't make clients jump through Dropbox/Email/SharePoint hoops
  • Compliance tracking — ASIC, ATO, TPB obligations across the whole client base
  • Quarterly BAS / annual tax return workflow automation
  • Trust account reconciliation tooling and audit trails

Common integrations we build

  • Xero — full API including Practice Manager (XPM) endpoints
  • MYOB AccountRight and Essentials
  • ATO — Standard Business Reporting (SBR) ebMS3 for lodgment automation
  • ASIC — automated company search and document retrieval
  • FYI Practice Management, Karbon, Ignition (engagement letters)
  • DocuSign, Annature for e-signing
  • HubSpot, Pipedrive for client/lead pipelines

Compliance posture

We build to the standards Australian accounting firms are expected to meet: TPB cyber security obligations, ACSC Essential 8 alignment, Australian Privacy Principles, and the trust-account handling rules embedded in state legislation. Every engagement for an accounting firm includes a written security and privacy assessment of the system we're building, suitable for sharing with your insurer or external auditor.

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Software for Australian accounting firms — FAQ

Custom software earns its place in three scenarios: (1) you're stitching together 4+ tools and someone is exporting CSVs daily; (2) you've built differentiation in your service offering that doesn't fit the tools you use; (3) you've grown past the point where the practice management tool's reporting answers your questions. If none of those apply, we'll honestly tell you to stay with the SaaS stack.
Yes. Xero and MYOB have well-documented APIs we've integrated with many times. ATO has the SBR (Standard Business Reporting) and AusKey/myGovID-based access for various lodgments — we've worked with the SBR ebMS3 stack before. ASIC has limited API access but workable. Document automation against these is one of the highest-ROI projects we see for accounting firms.
We build to TPB documentation requirements, the new TPB cyber security obligations (effective for many firms in 2024), the ACSC Essential 8 baseline, and Australian Privacy Principles. Trust-account-handling code paths get extra scrutiny. We've passed external IT audits at multiple accounting client sites.
Client portals for document collection and signing. Workflow systems for tax return jobs (allocation, deadlines, review queues). Custom dashboards aggregating client KPIs across the practice's whole book. Onboarding automation (engagement letter → ASIC search → ATO authorisation → Xero setup). End-of-year compliance trackers. Each of these typically lands AU$15,000–$60,000.
First useful tool live: 6–10 weeks. ROI breakeven: typically 9–18 months depending on which manual process it replaces. Highest-ROI projects usually pay back in under 12 months — onboarding automation, client portals, and quarterly BAS workflow tooling are the three we see returning fastest.

Scope a tool for your practice

Book a free 30-minute call. We'll talk through your highest-friction process and tell you honestly whether custom software is the answer.

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